Guide to Lookup Functions in Excel

Guide to Lookup Functions in Excel In the world of finance, “Cash is King”… but remember that data is Emperor!   The ability to process and sort mass data, picking out required information can be a burden. From analysis expenses and revenues to market trends, financial professionals rely heavily on spreadsheets but often do

By |2024-09-27T16:15:45+00:00September 27th, 2024|Excel|Comments Off on Guide to Lookup Functions in Excel

Understanding Excel If Statements

Understanding Excel If Statements Professionals in finance often have to deal with large datasets, complex calculations, and the need to extract meaningful insights quickly. This is where Excel's powerful IF function comes into play, allowing users to perform conditional analyses and automate decision-making processes. By understanding and leveraging the full potential of IF

By |2024-08-14T12:46:27+00:00August 14th, 2024|Excel, Uncategorized|Comments Off on Understanding Excel If Statements

Basic Excel Formulas and Functions for Finance

Basic Excel Formulas for Finance Professionals In the fast-paced world of finance, data is king. From tracking stock prices and analysing market trends to managing budgets and forecasting cash flows, finance professionals rely heavily on accurate and up-to-date data. Microsoft Excel has long been the go-to tool for crunching numbers and performing advanced

By |2024-07-30T10:47:48+00:00July 17th, 2024|Excel|Comments Off on Basic Excel Formulas and Functions for Finance

Portfolio Optimisation in Excel

Portfolio Optimisation in Excel If you would like a copy of the Excel spreadsheet containing the data and analysis below, feel free to contact Greg: Greg.m@capitalcitytraining.com It was in the summer that I blogged about my diversified portfolio – noting how my ‘random weighting’ might be as good as anything scientifically optimised, given that

By |2023-12-21T12:35:10+00:00December 9th, 2021|Excel|Comments Off on Portfolio Optimisation in Excel

Top 10 Microsoft Excel Tips

Excel is a fabulous programme. You can easily use it just as a calculator and scratchpad, but it is also a fabulously intuitive programming language, that is dramatically easier to use (trust me on this) than languages like C sharp and python. For automating the office tasks it’s designed for, it is brilliant (have

By |2023-12-21T12:35:20+00:00August 24th, 2021|Excel|Comments Off on Top 10 Microsoft Excel Tips

The sad waste of bright talent due to poor data visualisation skills

With data volumes growing 50 times in the last decade, using visualisation to present information effectively has become a critical skill. If your staff lack this skill, they will drift like flotsam on a sea of big data. Your company will lose its message in the noise; the digital age will leave you behind; and

By |2023-12-21T12:41:44+00:00December 2nd, 2020|Excel|Comments Off on The sad waste of bright talent due to poor data visualisation skills

Under the bonnet of a fund

New Excel tools help investors see true value of funds Spreadsheet data extraction enables better fund holdings analysis – what you find might surprise you. When you buy an investment fund, do you know exactly what you are buying and whether it is cheap or expensive? It is seductive to see a graph of good

By |2023-12-21T12:41:45+00:00November 2nd, 2020|Excel|Comments Off on Under the bonnet of a fund
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